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State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

394 hedge funds and large institutions have $4.51B invested in State Street SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

39% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 123

2% more funds holding

Funds holding: 386 → 394 (+8)

0.32% more ownership

Funds ownership: 85.09% → 85.42% (+0.32%)

5% less capital invested

Capital invested by funds: $4.76B → $4.51B (-$249M)

9% less funds holding in top 10

Funds holding in top 10: 32 → 29 (-3)

Holders
394
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.21%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.46%
New
49
Increased
171
Reduced
123
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$123M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$47.8M
3
UBS Group
UBS Group
Switzerland
+$37.4M
4
CWM
Cornerstone Wealth Management
Missouri
+$32M
5
LPL Financial
LPL Financial
California
+$24.1M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$145M
2
PI
PFS Investments
Georgia
-$56.8M
3
RPGK
Retirement Planning Group (Kansas)
Kansas
-$30.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$24.7M
5
FFS
Founders Financial Securities
Maryland
-$19M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
376
Lindbrook Capital
California
$6K – – –
IHWM
377
Iron Horse Wealth Management
Iowa
$5K -$1.12K -24 -18%
FFWM
378
Future Financial Wealth Management
Ohio
$5K – – –
WA
379
Win Advisors
Florida
$5K +$4.49K +96 New
AAP
380
Arax Advisory Partners
Colorado
$4K – – –
MPCG
381
Matrix Private Capital Group
New York
$3K – – –
MAM
382
Meeder Asset Management
Ohio
$3K – – –
ZIG
383
Zullo Investment Group
Pennsylvania
$3K +$327 +7 +11%
PFS
384
Prospera Financial Services
Texas
$3K +$3.04K +65 New
FGAM
385
Financial Gravity Asset Management
Texas
$2.13K -$326K -6,977 -13%
ACK
386
Andrew C. Karlinski
$2K – – –
CFGS
387
Concourse Financial Group Securities
Alabama
$2K – – –
WAS
388
Winch Advisory Services
Wisconsin
$2K – – –
BCMLT
389
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$1.92K +41 New
PA
390
Parallel Advisors
California
$1K -$468 -10 -40%
EWM
391
Endurance Wealth Management
Rhode Island
$1K – – –
GI
392
Gradient Investments
Minnesota
$1K – – –
MIM
393
Macroview Investment Management
Maryland
$1K – – –
WIM
394
Westside Investment Management
California
$39 – – –
HI
395
Horizon Investments
North Carolina
– -$145M -2,907,013 Closed
PI
396
PFS Investments
Georgia
– -$56.8M -1,142,787 Closed
FFS
397
Founders Financial Securities
Maryland
– -$19M -381,242 Closed
HIM
398
Hanlon Investment Management
New Jersey
– -$8.2M -164,839 Closed
BHB
399
Bank Hapoalim BM
Israel
– -$8.11M -163,000 Closed
MWM
400
Merriman Wealth Management
Washington
– -$6.71M -134,968 Closed
14 15
16
17 18

SPMD Hedge Fund Activity: Q1 2022 in Review

394 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) for Q1 2022, worth a combined $4.51B — down 5.2% from $4.76B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SPMD positions and 34 closed out — a net gain of 15 holders — while 171 added to existing stakes and 123 trimmed.

The largest buyer was Creative Planning, adding an estimated $123M. The largest seller was Horizon Investments, exiting entirely with an estimated $145M sold.

  • 394 institutional investors held State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) as of Q1 2022, up from 386 in Q4 2021.
  • Funds reported $4.51B of State Street SPDR Portfolio S&P 400 Mid Cap ETF stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 49 funds opened new State Street SPDR Portfolio S&P 400 Mid Cap ETF positions in Q1 2022 and 34 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF buyer in Q1 2022 was Creative Planning, an estimated $123M added.
  • The largest State Street SPDR Portfolio S&P 400 Mid Cap ETF seller in Q1 2022 was Horizon Investments, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2022.